NN0907E Page 1 - Repsource - Manulife Financial

Contract/Reference number
1234567abc
Wire order number
654321
Distributor name and code
Rock Financial 1234
Please complete these
fields to ensure Manulife
Investments can easily
cross-reference the
application with
a contract.
1 In which Series are you
InvestmentPlus Series IncomePlus Series (version 2)
EstatePlus Series
investing
Section 1 should be completed. Check one series option or all that may Single apply. Life option OR Joint Life option
For information about the various series options please refer to the Advisor Guide
Please check all that apply.
(Please complete section 4.)
[MK1997E (10/2009)]*
Please obtain and read the Information Folder and Contract and the Fund Highlights booklet for all applicable
* Find it on Repsource (log in required) > Investments > GIF Select > Marketing Materials > GIF Select
Series to which you are allocating your deposit.
Advisor Guide (PDF). Copy and paste the following URL into the INTERNET browser “Address” field to
view this guide: https://hermes.manulife.com/Canada/repsrcfm-dir.nsf/Public/MK1997E/$File/
MK1997E_GIFSelect_advisorguide.pdf
FOR FUNDSERV USERS ONLY: Sample electronic transaction form:
GIF Select Application for an External Contract [NN0907E (10/2009)]
In this application, the terms you and your refer to the beneficial owner or contract owner, as
applicable. The terms we, our and us refer to The Manufacturers Life Insurance Company
(Manulife Financial) and GIF refers to Guaranteed Investment Funds. Manulife Financial is the issuer
of the GIF Select contract and the guarantor of any guarantee provisions. Distributor refers to the
entity responsible for distributing the product.
• Complete all applicable sections. If the annuitant is also the beneficial owner, you do not
need to complete section 7.
• Please fax this form to Manulife Financial at 1-800-993-9332 with original to follow.
• Please make three additional copies for Owner, Distributor and Representative.
Manulife Financial will add Guarantee Guard to ensure that withdrawals do not exceed your Lifetime Withdrawal
Amount (LWA) unless you check here to remove this service.
2 Type of nominee plan
Please check one.
TFSA Contracts may only
hold InvestmentPlus Series.
Non-registered
(Complete both pages)
Agent for trustee (Dealer)
External RRSP (Complete page 1 only)
External RRIF (Complete page 1 only)
External TFSA (Complete page 1 only)
Trustee name
TIP:
– External RRSP includes
LIRA
– External RRIF includes
LIF or LRIF
3 Beneficial owner
information
For non-individual owners
(i.e. corporations, trusts or other
organizations) please complete
form NN1555E, Corporate and
Non-individual Identity Verification.
4 Joint Life information
You must complete this section if
you have chosen IncomePlus Joint
Life option in section 1.
REMINDER:
For externally registered contracts the trust has policyowner or policyholder If the “Trustee name” rights under the contract. The trustee
(or agent for the trustee, if applicable) holds the contract in trust is for different the beneficial from the owner. For non-registered
contracts the beneficial owner has policyowner or policyholder rights “Agent under for trustee the contract.
(Dealer),” enter the
Name of beneficial owner (first, middle initial, last)
Date name of birth or registered (dd/mmm/yyyy) SIN/BN
owner’s stamp in
this field.
Principal business or occupation
Name of Joint Life (first, middle initial, last)
Identity verification document (type, number, jurisdiction)
Date of birth (dd/mmm/yyyy)
Enter the spouse’s information only.
Not available for InvestmentPlus Social Insurance Number (SIN) Sex Male
and EstatePlus.
Female
The Joint Life option is available for two
The Joint Life must be the annuitant’s lives: the annuitant spouse and their as spouse*. defined by the Income Tax Act (Canada).
Investors who elect the Joint Life option
5 Signatures
Ensure that the spouse’s
By signing below you, as beneficial can assured owner, that and/or the income the can trustee as applicable, confirm the following:
• that you have received the continue Information to the surviving Folder spouse, and Contract and the Fund Highlights booklet applicable to all
uninterrupted.
Series to which you are allocating your deposit;
information is one and
the same as the
beneficiary on the
Nominee Plan registered
with your firm.
• that you and the Joint Life, * As if defined applicable, by the Income have Tax Act read, (Canada). understand and agree to the information and provisions on
Once named, the spouse cannot be changed.
page 3 of this application and the terms of the Personal Information Statement in the Information Folder;
• that you have requested that this Application and all documents relating to the contract be in English.
Vous demandez aussi que la demande de souscription et tous les documents et la correspondance afférents au
contrat soient en anglais.
By signing below, representatives confirm the following:
• they are appropriately licensed;
• they have examined the original, valid and unexpired identity verification documentation, and validated the
annuitant’s date of birth and Joint Life, if applicable;
• they have completed and attached NN0975E, Client and Third Party Identity Verification, if they have
reasonable grounds to suspect the owner is acting on behalf of a third party;
• they have disclosed the following information to the beneficial owner of this contract:
• the name of the company or companies they represent;
• that they receive commissions for the sale of insurance-based investment products and may receive
bonuses, invitations to conferences or other incentives; and
• any conflicts of interest they may have with respect to this transaction.
Signature of beneficial owner
Signature of beneficial co-owner (if applicable)
Signature of Joint Life (must be the spouse of the annuitant)
Signature of representative
The Manufacturers Life Insurance Company
Signature of trustee or agent for trustee (for externally registered
contracts only)
For registered contracts only.
Signed at
If the “Trustee Date name” signed is (dd/mmm/yyyy)
different from the “Agent
for trustee (Dealer),” enter
the name or dealer stamp in
COPY 1 - Manulife Financial
this field.
COPY 3 - Distributor
Page 1 of 3
COPY 2 - Owner
COPY 4 - Representative
NN0907E (10/2009)
For non-reigstered contracts continue on page 2 please...

Sections 6 to 10 apply to non-registered contracts only. (Section 6 must be completed.)
7 Is the annuitant different
from the beneficial
owner
If this section is not completed the
annuitant will be the person named
in section 3.
8 Additional beneficial
owners
9 Do you want to name a
successor beneficial
owner or subrogated
policyholder
You may name someone to
succeed you as beneficial owner of
the contract in the event of your
death.
Name of annuitant (first, middle initial, last)
By checking here you confirm that the annuitant
is a resident of Canada as required
Name of successor beneficial owner or subrogated policyholder (first, middle initial, last)
Relationship to beneficial owner
Date of birth (dd/mmm/yyyy)
Contract/Reference number
* Find it on Repsource (log in required) > Investments > Tax &
In Quebec, on the death Retirement of a Services > The Principal Facts guides business > Investor Opportunities:
occupation
Identity verification document (type, number, jurisdiction)
policyholder who is not
Using
theinvestment (insurance) contracts (PDF). Copy and paste
the following URL into the INTERNET browser “Address” field
annuitant, his or her share to view will this guide: passhttps://repsource.manulife.com/canada/
to his or her estate unless repsrcfm-dir.nsf/Public/MK1164E/$File/MK1164E_
a
Unless otherwise indicated, Joint Ownership with Right of Survivorship will be deemed to be elected. This
TRSinvestoropp.pdf
subrogated policyholder has been means that on the death of a beneficial owner who is not the annuitant, his or her share will automatically
named for that share.
pass to the other owner(s). (Not applicable in Quebec)
10 Who will be the
beneficiaries
Primary beneficiary name(s)
Please fill in Contract/Reference
number from page 1
Please complete
6 Are you acting on behalf Are you acting on behalf of a third party (For example, if a third party is contributing the funds.)
this field to ensure
Manulife Investments
of a third party and/or are
can easily crossreference
the
For non-registered only. No Yes (Please complete form NN0975E, Client and Third Party Identity Verification or a
you a politically exposed
Manulife Financial accepted equivalent.)
Section 6 must be completed to
application with
person
comply with the legal Have requirements
a contract.
you or any close relative ever held a senior position in a government, political party, military, tribunal
of Manulife Financial’s anti-money
or government-owned corporation of a foreign country
laundering policy. Manulife requires
Section 6 to be completed No in Yes (Please complete form NN0975E, Client and Third Party Identity Verification or a
addition to completing a similar
request from your Dealer.
Manulife Financial accepted equivalent.)
For more information regarding politically exposed persons see form NN0975E.
If the Joint Life option is elected and the owner is either the annuitant or the Joint Life, the surviving
spouse will become the owner of the contract, unless otherwise designated.
Relationship to annuitant
(in Quebec - relationship to policyholder)
Sex
Male
Female
Share of
benefits
The person or persons you name
%
here will receive a death benefit on
For non-registered only.
the death of the last surviving
Section 10 must not be
annuitant. %
completed for registered
contracts. Manulife
For Quebec applicants only, if
Investments will default
%
you have named your spouse to the “Dealer as in Trust”
beneficiary, the designation for the isbeneficiary
TOTAL (must equal 100%) 100%
irrevocable unless you check owners.
revocable here:
Secondary beneficiary name(s)
Relationship to annuitant Share of
Revocable
A secondary beneficiary does not have any rights if a named
(in Quebec - relationship to policyholder) benefits
primary beneficiary exists.
If you designate a beneficiary as
irrevocable your ownership rights
%
are severely restricted. An
irrevocable beneficiary who is a
%
minor cannot provide consent nor
can anyone acting on the minor’s
behalf.
%
DO NOT COMPLETE FOR
EXTERNALLY REGISTERED
CONTRACTS
1234567abc
I hereby consent to be the annuitant under this contract, confirm that I have provided complete and accurate
information and confirm that I have read, understand and agree to the terms of the Personal Information Statement
For non-registered only.
On the death of the annuitant the in the Information Folder.
contract ends unless a Sections Joint 7, Life 8 & is 9 must not be completed for externally
Signature of annuitant
registered contracts.
named in section 4 or a successor
Date signed (dd/mmm/yyyy)
annuitant is named. Reference: For a glossary of key insurance/investment
terms please refer to the “Investor Opportunities:
Using Insurance (Investment) Name Contracts” of beneficial co-owner (first, middle initial, last)
[MK1164E (04/2006)]* guide.
Date of birth (dd/mmm/yyyy) SIN/BN
TOTAL (must equal 100%)
100%
The Manufacturers Life Insurance Company
Page 2 of 3
NN0907E (10/2009)

What you understand
and agree to when you
sign this form
Your signature in section 5 of this form
confirms that:
• the personal information you provided in
this application is complete, accurate and
will be updated in the future if information
changes.
• you understand that your contract will be
effective on the valuation date of your
first deposit.
• you understand that for externally
registered contracts the beneficiary on
the contract will be the trustee of the
externally registered plan on your behalf,
and that if you wish to change this
designation you must submit form
NN0824E, Change Request, to us.
• you understand that Manulife Financial
shall not be liable for following the
instructions provided by the distributor.
• you acknowledge that possible creditor
protection may be lost by having the
contract held in the name of an
Investment Dealer, a trustee of the
externally registered plan or someone
who is not the individual beneficial owner.
• you understand that Guarantee Guard will
be placed on the IncomePlus Series to
ensure that you do not withdraw amounts
in excess of your Lifetime Withdrawal
Amount (LWA), unless otherwise elected.
This service can be changed, removed or
added by you, or by your representative
based on your instructions.
Your signature in section 5 of this form
authorizes:
• Manulife Financial to deliver the policy
and any other documents to the
distributor.
• Manulife Financial to accept instructions
from the distributor to execute financial
and non-financial transactions including
but not limited to deposits, withdrawals
and switches in accordance with your
instructions and the contract provisions.
The Manufacturers Life Insurance Company
Page 3 of 3
NN0907E (10/2009)
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